SCHEDULE 14A
(RULE 14A-101)
INFORMATION REQUIRED IN PROXY STATEMENT
SCHEDULE 14A INFORMATION
PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES
EXCHANGE ACT OF 1934 (AMENDMENT NO. )
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FILED BY THE REGISTRANT [X]
FILED BY A PARTY OTHER THAN THE REGISTRANT [ ]
CHECK THE APPROPRIATE BOX:
[ ] PRELIMINARY PROXY STATEMENT [ ] CONFIDENTIAL, FOR USE OF THE COMMISSION
ONLY (AS PERMITTED BY RULE 14A-6(E)(2))
[ ] DEFINITIVE PROXY STATEMENT
[X] DEFINITIVE ADDITIONAL MATERIALS
[ ] SOLICITING MATERIAL PURSUANT TO RULE 14A-12
IXIS ADVISOR FUNDS TRUST III
(NAME OF REGISTRANT AS SPECIFIED IN ITS CHARTER)
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(NAME OF PERSON(S) FILING PROXY STATEMENT, IF OTHER THAN THE REGISTRANT)
PAYMENT OF FILING FEE (CHECK THE APPROPRIATE BOX):
[X] NO FEE REQUIRED
[ ] FEE COMPUTED ON TABLE BELOW PER EXCHANGE ACT RULES 14A-6(I)(1) AND 0-11.
(1) TITLE OF EACH CLASS OF SECURITIES TO WHICH TRANSACTION APPLIES:
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(2) AGGREGATE NUMBER OF SECURITIES TO WHICH TRANSACTION APPLIES:
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(3) PER UNIT PRICE OR OTHER UNDERLYING VALUE OF TRANSACTION COMPUTED
PURSUANT TO EXCHANGE ACT RULE 0-11 (SET FORTH THE AMOUNT ON WHICH THE
FILING FEE IS CALCULATED AND STATE HOW IT WAS DETERMINED):
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(4) PROPOSED MAXIMUM AGGREGATE VALUE OF TRANSACTION:
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(5) TOTAL FEE PAID:
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[ ] FEE PAID PREVIOUSLY WITH PRELIMINARY MATERIALS.
[ ] CHECK BOX IF ANY PART OF THE FEE IS OFFSET AS PROVIDED BY EXCHANGE ACT
RULE 0-11(A)(2) AND IDENTIFY THE FILING FOR WHICH THE OFFSETTING FEE WAS
PAID PREVIOUSLY. IDENTIFY THE PREVIOUS FILING BY REGISTRATION STATEMENT
NUMBER, OR THE FORM OR SCHEDULE AND THE DATE OF ITS FILING.
(1) AMOUNT PREVIOUSLY PAID:
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(2) FORM, SCHEDULE OR REGISTRATION STATEMENT NO.:
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(3) FILING PARTY:
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(4) DATE FILED:
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IXIS ADVISOR FUNDS TRUST I
(formerly CDC Nvest Funds Trust I)
IXIS ADVISOR FUNDS TRUST II
(formerly CDC Nvest Funds Trust II)
IXIS ADVISOR FUNDS TRUST III
(formerly CDC Nvest Funds Trust III)
IXIS ADVISOR FUNDS TRUST IV
(formerly CDC Nvest Companies Trust I)
IXIS ADVISOR CASH MANAGEMENT TRUST
(formerly CDC Nvest Cash Management Trust)
LOOMIS SAYLES FUNDS I
LOOMIS SAYLES FUNDS II
(THE "TRUSTS")
Supplement to the Proxy Statement of the Trusts dated April 6, 2005
The following information supplements the Proxy Statement that was mailed
beginning on or about April 6, 2005 relating to a Special Meeting of
Shareholders that will be held at 2:00 p.m. on June 2, 2005 at the offices of
IXIS Asset Management Advisors, L.P., 399 Boylston Street, 10th Floor, Boston,
Massachusetts 02116 for the purposes of (i) electing Trustees for each of the
Trusts, (ii) considering the approval of an Amended and Restated Declaration of
Trust for each of the Trusts, and (iii) considering and acting upon any other
matters that properly come before the meeting and any adjourned session of the
meeting. If you have not yet voted, you may still do so: (1) by mailing the
proxy card that was enclosed with the Proxy Statement, (2) through the use of
the Internet, or (3) by telephone. (See your proxy card for more information and
voting instructions). If you have voted and wish to change your vote, you may do
so using the proxy card, Internet or telephone. For a new proxy card, please
call 1-800-225-5478. Thank you again for your cooperation in voting on these
important proposals relating to the IXIS Advisor Funds.
The section of Appendix C of the Proxy Statement that lists the persons who
owned of record or beneficially 5% or more of any class of any Fund as of March
8, 2005 is amended and restated as follows with respect to IXIS Advisor Funds
Trust III:
FUND AND CLASS NAME AND ADDRESS OF BENEFICIAL SHARES BENEFICIALLY OWNED PERCENTAGE OF
- -------------- ------------------------------- ------------------------- -------------
OWNER OUTSTANDING SHARES OF
----- ---------------------
CLASS OWNED
IXIS ADVISOR FUNDS TRUST III
HARRIS ASSOCIATES FOCUSED VALUE FUND
Class A
MLPF&S for the sole benefit of its 2,722,785.809 34.14%
customers
Attn Fund Administration ML#97GM8
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
Class B
MLPF&S for the sole benefit of its 2,333,366.275 27.53%
customers
Attn Fund Administration ML#97GM8
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
Class C
MLPF&S for the sole benefit of its 4,572,103.620 41.68%
customers
Attn Fund Administration ML#97GM8
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
FUND AND CLASS NAME AND ADDRESS OF BENEFICIAL SHARES BENEFICIALLY OWNED PERCENTAGE OF
- -------------- ------------------------------- ------------------------- -------------
OWNER OUTSTANDING SHARES OF
----- ---------------------
CLASS OWNED
IXIS MODERATE DIVERSIFIED PORTFOLIO
Class A
MLPF&S for the sole benefit of its 2,689,763.320 69.87%
customers
Attn Fund Administration
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
IXIS IS 499,000.000 12.96%
26-28 Rue Neuve Tolbiac
75658 Paris, France
Class C
MLPF&S For the sole benefit of its 5,745,130.429 94.16%
customers
Attn Fund Administration
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL 32246-6484
IXIS EQUITY DIVERSIFIED PORTFOLIO
Class A
IXIS Asset Management North 299,033.911 80.92%
America, L.P.
399 Boylston Street
Boston, MA 02116
MLPF&S for the sole benefit of its 44,166.639 11.95%
customers
Attn Fund Administration
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
Class C
MLPF&S for the sole benefit of its 244,203.181 86.73%
customers
Attn Fund Administration
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
LPL Financial Services 32,966.559 11.71%
9785 Towne Center Dr
San Diego, CA 92121-1968
IXIS ADVISOR FUNDS TRUST I
(formerly CDC Nvest Funds Trust I)
IXIS ADVISOR FUNDS TRUST II
(formerly CDC Nvest Funds Trust II)
IXIS ADVISOR FUNDS TRUST III
(formerly CDC Nvest Funds Trust III)
IXIS ADVISOR FUNDS TRUST IV
(formerly CDC Nvest Companies Trust I)
IXIS ADVISOR CASH MANAGEMENT TRUST
(formerly CDC Nvest Cash Management Trust)
LOOMIS SAYLES FUNDS I
LOOMIS SAYLES FUNDS II
(THE "TRUSTS")
Supplement to the Proxy Statement of the Trusts dated April 6, 2005
The following information supplements the Proxy Statement that was mailed
beginning on or about April 6, 2005 relating to a Special Meeting of
Shareholders that will be held at 2:00 p.m. on June 2, 2005 at the offices of
IXIS Asset Management Advisors, L.P., 399 Boylston Street, 10th Floor, Boston,
Massachusetts 02116 for the purposes of (i) electing Trustees for each of the
Trusts, (ii) considering the approval of an Amended and Restated Declaration of
Trust for each of the Trusts, and (iii) considering and acting upon any other
matters that properly come before the meeting and any adjourned session of the
meeting. If you have not yet voted, you may still do so: (1) by mailing the
proxy card that was enclosed with the Proxy Statement, (2) through the use of
the Internet, or (3) by telephone. (See your proxy card for more information and
voting instructions). If you have voted and wish to change your vote, you may do
so using the proxy card, Internet or telephone. For a new proxy card, please
contact your Financial Advisor. Thank you again for your cooperation in voting
on these important proposals relating to the IXIS Advisor Funds.
The section of Appendix C of the Proxy Statement that lists the persons who
owned of record or beneficially 5% or more of any class of any Fund as of March
8, 2005 is amended and restated as follows with respect to IXIS Advisor Funds
Trust III:
FUND AND CLASS NAME AND ADDRESS OF BENEFICIAL SHARES BENEFICIALLY OWNED PERCENTAGE OF
- -------------- ------------------------------- ------------------------- -------------
OWNER OUTSTANDING SHARES OF
----- ---------------------
CLASS OWNED
IXIS ADVISOR FUNDS TRUST III
HARRIS ASSOCIATES FOCUSED VALUE FUND
Class A
MLPF&S for the sole benefit of its 2,722,785.809 34.14%
customers
Attn Fund Administration ML#97GM8
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
Class B
MLPF&S for the sole benefit of its 2,333,366.275 27.53%
customers
Attn Fund Administration ML#97GM8
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
Class C
MLPF&S for the sole benefit of its 4,572,103.620 41.68%
customers
Attn Fund Administration ML#97GM8
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
FUND AND CLASS NAME AND ADDRESS OF BENEFICIAL SHARES BENEFICIALLY OWNED PERCENTAGE OF
- -------------- ------------------------------- ------------------------- -------------
OWNER OUTSTANDING SHARES OF
----- ---------------------
CLASS OWNED
IXIS MODERATE DIVERSIFIED PORTFOLIO
Class A
MLPF&S for the sole benefit of its 2,689,763.320 69.87%
customers
Attn Fund Administration
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
IXIS IS 499,000.000 12.96%
26-28 Rue Neuve Tolbiac
75658 Paris, France
Class C
MLPF&S For the sole benefit of its 5,745,130.429 94.16%
customers
Attn Fund Administration
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL 32246-6484
IXIS EQUITY DIVERSIFIED PORTFOLIO
Class A
IXIS Asset Management North 299,033.911 80.92%
America, L.P.
399 Boylston Street
Boston, MA 02116
MLPF&S for the sole benefit of its 44,166.639 11.95%
customers
Attn Fund Administration
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
Class C
MLPF&S for the sole benefit of its 244,203.181 86.73%
customers
Attn Fund Administration
4800 Deer Lake Dr East - 2nd Fl
Jacksonville, FL
32246-6484
LPL Financial Services 32,966.559 11.71%
9785 Towne Center Dr
San Diego, CA 92121-1968